Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
No open-market purchases or sales by Federal Realty Investment Trust insiders were filed in the last 90 days; 623 institutions reported holding it in 13F filings for Q2 2026, worth $10.6B in total; no superinvestor holds it.
Other share classesFRT.PC
13F holders, Q2 2023
Institutional positions in Federal Realty Investment Trust as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 416
- −15 vs. Q1 2023
- Shares held
- 78.8M
- +728.8K (+0.9%) vs. Q1 2023
- Total value
- $7.63B
- −$16.8M (−0.2%) vs. Q1 2023
- New holders
- 33
- 176 more added
- Sold out
- 48
- 128 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $10.6B |
| Q1 2026 | 560 | $8.33B |
| Q4 2025 | 527 | $8.47B |
| Q3 2025 | 510 | $7.70B |
| Q2 2025 | 491 | $7.79B |
| Q1 2025 | 481 | $8.08B |
| Q4 2024 | 490 | $9.53B |
| Q3 2024 | 505 | $9.34B |
| Q2 2024 | 452 | $7.98B |
| Q1 2024 | 448 | $8.12B |
| Q4 2023 | 452 | $8.03B |
| Q3 2023 | 415 | $7.14B |
| Q2 2023 | 416 | $7.63B |
| Q1 2023 | 434 | $7.65B |
| Q4 2022 | 428 | $7.97B |
| Q3 2022 | 389 | $6.98B |
| Q2 2022 | 402 | $7.19B |
| Q1 2022 | 399 | $8.95B |
| Q4 2021 | 343 | $7.56B |
| Q3 2021 | 414 | $8.81B |
| Q2 2021 | 400 | $8.81B |
| Q1 2021 | 388 | $7.49B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 5,864 | $567.5K | 0.01% | −100−1.7% | Reduced |
| Kentucky Retirement Systems | 5,899 | $571.0K | 0.02% | +110+1.9% | Added |
| Lockheed Martin Investment Management Co | 6,065 | $586.9K | 0.03% | +600+11.0% | Added |
| Mariner, LLC | 6,130 | $593.2K | 0.00% | −1,489−19.5% | Reduced |
| Elequin Capital LP | 6,151 | $595.2K | 0.30% | +6,151 | New |
| Maryland State Retirement & Pension System | 6,223 | $602.2K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,293 | $609.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,329 | $613.0K | 0.00% | −217−3.3% | Reduced |
| Great Lakes Advisors, LLC | 6,814 | $659.4K | 0.01% | +3,193+88.2% | Added |
| Public Sector Pension Investment Board | 6,981 | $675.6K | 0.00% | −1,053−13.1% | Reduced |
| Brown Advisory Inc | 7,016 | $678.9K | 0.00% | −63−0.9% | Reduced |
| Cetera Investment Advisers | 7,158 | $692.7K | 0.01% | +2,059+40.4% | Added |
| Ofi Invest Asset Management | 7,175 | $694.3K | 0.03% | −709,441−99.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,217 | $698.4K | 0.02% | −1,415−16.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,335 | $709.8K | 0.48% | 00.0% | Unchanged |
| First National Trust Co | 7,424 | $718.4K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,684 | $743.6K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,742 | $749.2K | 0.13% | +173+2.3% | Added |
| Rafferty Asset Management, LLC | 7,825 | $757.2K | 0.00% | +136+1.8% | Added |
| Joel Isaacson & Co., LLC | 7,885 | $763.0K | 0.05% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,289 | $802.0K | 0.09% | +60+0.7% | Added |
| Squarepoint Ops LLC | 8,451 | $817.8K | 0.00% | +5,551+191.4% | Added |
| Campbell & CO Investment Adviser LLC | 8,469 | $819.5K | 0.15% | +8,469 | New |
| Cetera Advisor Networks LLC | 8,572 | $829.6K | 0.01% | +361+4.4% | Added |
| CIBC World Markets Corp | 8,603 | $832.5K | 0.01% | −18,941−68.8% | Reduced |
| Nissay Asset Management Corp | 8,608 | $833.0K | 0.01% | +570+7.1% | Added |
| Ethic Inc. | 8,683 | $840.2K | 0.03% | −691−7.4% | Reduced |
| Czech National Bank | 8,684 | $840.4K | 0.02% | +58+0.7% | Added |
| NewEdge Wealth, LLC | 8,908 | $862.0K | 0.03% | −15−0.2% | Reduced |
| First Trust Advisors LP | 8,925 | $863.7K | 0.00% | −981−9.9% | Reduced |
| Jane Street Group, LLC | 9,147 | $885.2K | 0.00% | +9,147 | New |
| Infrastructure Capital Advisors, LLC | 9,221 | $892.3K | 0.16% | +1,404+18.0% | Added |
| Public Employees Retirement Association of Colorado | 9,412 | $911.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,463 | $915.8K | 0.03% | +9,463 | New |
| FourThought Financial Partners, LLC | 9,655 | $934.4K | 0.12% | +1,069+12.5% | Added |
| Tudor Investment Corp Et Al | 9,666 | $935.4K | 0.02% | +9,666 | New |
| Truist Financial Corp | 10,303 | $997.1K | 0.00% | −3,071−23.0% | Reduced |
| Mutual of America Capital Management LLC | 10,548 | $1.02M | 0.01% | +73+0.7% | Added |
| CIBC Asset Management Inc | 10,649 | $1.03M | 0.00% | −101−0.9% | Reduced |
| Norinchukin Bank, The | 10,760 | $1.04M | 0.02% | +2,420+29.0% | Added |
| M&T Bank Corp | 10,844 | $1.05M | 0.00% | +787+7.8% | Added |
| Sigma Planning Corp | 10,990 | $1.06M | 0.04% | +233+2.2% | Added |
| Xponance, Inc. | 11,063 | $1.07M | 0.01% | +34+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 11,157 | $1.08M | 0.00% | +2,376+27.1% | Added |
| Independent Advisor Alliance | 11,745 | $1.14M | 0.05% | −1,846−13.6% | Reduced |
| CWM Advisors, LLC | 11,760 | $1.14M | 0.14% | +782+7.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,886 | $1.15M | 0.02% | +139+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,902 | $1.15M | 0.00% | −534−4.3% | Reduced |
| Pictet & Cie (Europe) SA | 11,978 | $1.16M | 0.04% | +11,978 | New |
| Pearl River Capital, LLC | 12,032 | $1.16M | 0.19% | +2,009+20.0% | Added |
| Franklin Resources Inc | 12,254 | $1.19M | 0.00% | +2,976+32.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,268 | $1.19M | 0.00% | +3,387+38.1% | Added |
| Ameritas Investment Partners, Inc. | 12,471 | $1.21M | 0.05% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 12,563 | $1.22M | 0.07% | +2,556+25.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,795 | $1.24M | 0.01% | +383+3.1% | Added |
| Spirit of America Management Corp | 12,800 | $1.24M | 0.28% | −900−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 12,824 | $1.24M | 0.00% | −4,375−25.4% | Reduced |
| TD Asset Management Inc | 13,297 | $1.29M | 0.00% | +21+0.2% | Added |
| Loudon Investment Management, LLC | 13,459 | $1.30M | 0.86% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 13,486 | $1.31M | 0.05% | +1,077+8.7% | Added |
| Utah Retirement Systems | 13,770 | $1.33M | 0.02% | −600−4.2% | Reduced |
| Tiedemann Advisors, LLC | 13,796 | $1.35M | 0.06% | +47+0.3% | Added |
| New York Life Investment Management LLC | 14,218 | $1.38M | 0.01% | +3,773+36.1% | Added |
| SG Americas Securities, LLC | 14,386 | $1.39M | 0.01% | +3,495+32.1% | Added |
| Chartwell Investment Partners, LLC | 14,715 | $1.42M | 0.05% | −926−5.9% | Reduced |
| Texas Permanent School Fund | 15,310 | $1.48M | 0.01% | +116+0.8% | Added |
| Trillium Asset Management, LLC | 15,403 | $1.49M | 0.04% | +311+2.1% | Added |
| Lasalle Investment Management Securities LLC | 15,464 | $1.50M | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 15,500 | $1.50M | 0.01% | +2,500+19.2% | Added |
| MML Investors Services, LLC | 15,916 | $1.54M | 0.01% | +604+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 16,158 | $1.56M | 0.02% | −121−0.7% | Reduced |
| Algert Global LLC | 16,248 | $1.57M | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,857 | $1.63M | 0.02% | −28−0.2% | Reduced |
| Lido Advisors, LLC | 16,944 | $1.64M | 0.02% | −3,649−17.7% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 17,419 | $1.69M | 0.43% | +4,137+31.1% | Added |
| Marex Group plc | 17,500 | $1.69M | 0.31% | +17,500 | New |
| Ergoteles LLC | 17,560 | $1.70M | 0.08% | −15,672−47.2% | Reduced |
| Kesler, Norman & Wride, LLC | 17,928 | $1.73M | 0.42% | +145+0.8% | Added |
| Storebrand Asset Management AS | 18,461 | $1.79M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 18,766 | $1.82M | 0.01% | −272−1.4% | Reduced |
| Edgestream Partners, L.P. | 18,967 | $1.84M | 0.17% | −47,622−71.5% | Reduced |
| American Century Companies Inc | 19,434 | $1.88M | 0.00% | −7,855−28.8% | Reduced |
| Allstate Corp | 19,791 | $1.92M | 0.12% | +1,196+6.4% | Added |
| American International Group, Inc. | 19,933 | $1.93M | 0.01% | −12−0.1% | Reduced |
| State of Michigan Retirement System | 20,062 | $1.94M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,190 | $1.95M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,605 | $1.99M | 0.02% | −572−2.7% | Reduced |
| Vident Investment Advisory, LLC | 20,747 | $2.01M | 0.07% | +1,035+5.3% | Added |
| Colony Group LLC | 21,328 | $2.06M | 0.03% | −1,132−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 22,085 | $2.14M | 0.04% | +388+1.8% | Added |
| Blackhawk Capital Partners LLC. | 22,373 | $2.17M | 1.50% | +2,553+12.9% | Added |
| Royal Bank of Canada | 22,591 | $2.19M | 0.00% | −9,866−30.4% | Reduced |
| UniSuper Management Pty Ltd | 22,900 | $2.22M | 0.03% | +22,900 | New |
| Amalgamated Bank | 23,363 | $2.26M | 0.02% | −585−2.4% | Reduced |
| Intact Investment Management Inc. | 23,400 | $2.26M | 0.09% | +8,800+60.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,817 | $2.40M | 0.01% | −2,458−9.0% | Reduced |
| Daiwa Securities Group Inc. | 25,097 | $2.43M | 0.02% | +1,366+5.8% | Added |
| Pictet Asset Management SA | 25,123 | $2.43M | 0.00% | −2,034−7.5% | Reduced |
| Van Eck Associates Corp | 26,545 | $2.57M | 0.01% | +1,488+5.9% | Added |
| FIL Ltd | 27,111 | $2.62M | 0.00% | 00.0% | Unchanged |